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Matching slides 119,566
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63,061-63,090 of 119,566
16
The slide uses a footer to reinforce the core message.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
17
The slide uses a dashed border to distinguish existing board members (Clay H. Kiefaber and Marran H. Ogilvie) from other nominees.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
34
Uses a 'before-after' style contradiction to debunk management's narrative.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
73
Uses a structured 'Background-Problem-Solution' framework.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
74
Uses a map-based process flow to illustrate logistical waste.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
75
Uses a combination of historical data tables and a map-based visual argument to highlight a strategic gap.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
91
Uses a visual comparison between a grid of SCC products and a question mark circle representing the neglected SBM segment.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
92
Uses analyst quotes to frame the problem of geographic overextension.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
95
Uses a 'before-after' style contradiction frame, contrasting a competitor's proactive strategy with the target's reactive excuses.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
96
Uses a 'before-after' style contradiction frame to highlight management's lack of urgency.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
98
The slide uses a 'villain' framing by highlighting the lack of transparency regarding Verifi's financial contribution to GCP.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
125
The slide uses a grid of headshots to demonstrate the successful outcome of an activist campaign.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Next Steps1 hit
129
The slide serves as a historical precedent for Starboard's activist success.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Next Steps1 hit
10
Uses a comparison table to invalidate the company's chosen peer set.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
Uses a 'before-after' style contradiction frame to debunk management's narrative.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
114
Uses a screenshot of a Celgene investor presentation to highlight the $3B peak sales claim.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
134
Uses a process-flow style layout to show the progression from generic challenges to specific settlement outcomes.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
147
Uses a line chart overlaid with callouts to correlate specific events with stock price movements.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
169
The slide uses a map to visualize the geographic dispersion of facilities, supporting the argument for consolidation.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
173
Includes a process flow diagram illustrating stages 1-5 of biologics manufacturing.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
174
The slide uses a specific manufacturing process flow (bioprocessing) to argue for operational efficiency gains.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
33
This is a formal activist investor letter.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
36
Box, Inc. (BOX)Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
06
The slide serves as a portfolio/track record exhibit, using a logo grid to establish credibility and historical reach.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
07
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
28
Uses a split-box layout to contrast 'wins' (green) against 'failures/resistance' (red).Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
01
The letter establishes the activist investor's narrative regarding Box's underperformance and alleged governance failures.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit
01
This is the first page of a shareholder letter; it establishes the activist investor's position and history with the company.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
01
This is the first page of an activist investor letter.Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle1 hit
01
This is a formal shareholder letter from Starboard Value to eBay management.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor 1 hit